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Maridea Wealth Management’s VanEck Retail ETF RTH Stock Holding History

Maridea Wealth Management’s Portfolio RTH Stock Details RTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$258K Sell
1,028
-635
-38% -$165K 0.04% 382
2025
Q4 		$415K Buy
1,663
+660
+66% +$165K 0.06% 283
2025
Q3 		$250K Buy
+1,003
New +$246K 0.04% 359

Other funds holding RTH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maridea Wealth Management's RTH Position: Q1 2026 in Review

Maridea Wealth Management reduced its VanEck Retail ETF (RTH) stake by 38% in Q1 2026, selling an estimated $165K and leaving 1,028 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #382.

Maridea Wealth Management first reported a position in RTH in Q3 2025 and has held it in 3 quarters since. The position peaked at $415K in Q4 2025. 77 funds tracked by Wall St. Rank hold RTH as of Q1 2026.

  • Maridea Wealth Management held 1,028 shares of VanEck Retail ETF worth $258K as of Q1 2026.
  • Maridea Wealth Management sold 635 VanEck Retail ETF shares in Q1 2026, an estimated $165K.
  • VanEck Retail ETF made up 0.04% of Maridea Wealth Management's portfolio in Q1 2026, its #382 holding.
  • Maridea Wealth Management first reported a position in VanEck Retail ETF in Q3 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's VanEck Retail ETF position peaked at $415K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.